Overview

Infinity Financial Services is a boutique broker dealer based in Oakland, CA. The firm started in 2007 and has since grown to have 60 Advisors across the United States of America. The Firm owners, Greg Gilbert and James Simos, bootstrapped the firm after meeting each other to discuss the future of the industry, the overbearing regulations that hampered Advisor production, and how it also limits the scope in which you can truly help a client.

At Infinity, we strive to give full autonomy to our advisor to allow them to run their practice as they see fit. We simply provide the tools and the back office to fill your needs.

If you’re looking for a succession plan with a firm that will continue running the old fashion hybrid model... Then let's setup a meeting and talk!

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...